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Molson Coors Beverage Company Stock Price

NYSE:TAP Community·US$7.9b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 55 Fair Values set on narratives written by author

TAP Share Price Performance

US$41.66
-8.56 (-17.05%)
US$46.00
Fair Value
US$41.66
-8.56 (-17.05%)
9.4% undervalued intrinsic discount
US$46.00
Fair Value
Price US$41.66
AnalystConsensusTarget US$46.00
AnalystLowTarget US$35.00
AnalystHighTarget US$57.58

TAP Community Narratives

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Fair Value US$46 9.4% undervalued intrinsic discount

Analyst Commentary Reflects Mixed Outlook as Molson Coors Faces Valuation Shifts and Industry Headwinds

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Fair Value US$35 19.0% overvalued intrinsic discount

Regulatory And Tax Pressures Will Weaken Legacy Beverage Segments

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Fair Value US$57.58 27.6% undervalued intrinsic discount

Premium Craft And Functional Beverages Will Capture Secular Demand

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3users have followed this narrative
US$57.58
27.6% undervalued intrinsic discount
Profit Margin
11%
Future PE
8.69x
Price in 2029
US$70.72

Trending Discussion

No trending discussion available.

Updated Narratives

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TAP: Buybacks And 2030 Reset Will Support Future Return Profile

Fair Value: US$46 9.4% undervalued intrinsic discount
21 users have set this as their fair value
1 users have commented on this narrative
0 users have liked this narrative
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TAP: Debt Refinancing And Flat 2026 Outlook Will Pressure Long Term Returns

Fair Value: US$35 19.0% overvalued intrinsic discount
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TAP: Future Margin Discipline And Brand Activations Will Support Upside Potential

Fair Value: US$57.58 27.6% undervalued intrinsic discount
3 users have set this as their fair value
0 users have commented on this narrative
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Snowflake Analysis

Undervalued average dividend payer.

2 Risks
3 Rewards

Molson Coors Beverage Company Key Details

US$11.1b

Revenue

US$7.0b

Cost of Revenue

US$4.1b

Gross Profit

US$6.4b

Other Expenses

-US$2.3b

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
-12.37
37.01%
-20.81%
73.5%
View Full Analysis

About TAP

Founded
1774
Employees
16200
CEO
Rahul Goyal
WebsiteView website
www.molsoncoors.com

Molson Coors Beverage Company manufactures, markets, distributes, and sells beer and other malt beverage products in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. It offers flavored malt beverages including hard seltzers, craft, spirits, and ready to drink beverages. The company also provides non-alcoholic beverages including premium mixers and energy drinks. It offers its products under Arnold Palmer Spiked, Aspall Cider, Blue Moon, Beck's, Blue Run Spirits, Cobra, Corona Extra, Coors Original, Fever-Tree, Heineken, Hidra, Leinenkugel's, Madri, Miller Genuine Draft, Molson Ultra, Peroni Nastro Azurro, Pilsner Urquell, Redd's, Rekorderlig, Sharp's, Simply Spiked, Staropramen, Stella Artois, Topo Chico Hard Seltzer, ZOA Energy, and Vizzy Hard Seltzer above premium brands; Bergenbier, Borsodi, Burgasko, Carling, Coors Banquet, Coors Light, Jelen, Miller Lite, Molson Canadian brands, Niksicko, and Ožujsko under the premium brands; and Branik, Icehouse, Keystone, Lowenbrau, Miller High Life, Milwaukee's Best, and Steel Reserve under the economy brands. The company was formerly known as Molson Coors Brewing Company and changed its name to Molson Coors Beverage Company in January 2020. Molson Coors Beverage Company was founded in 1774 and is based in Golden, Colorado.

Recent TAP News & Updates

Seeking Alpha Aug 18

Molson Coors' Undervaluation Is Too Hard To Justify

Summary Molson Coors Beverage Company is rated a Strong Buy, with the current valuation reflecting an irrationally deep discount despite macro headwinds. TAP’s Q2 results showed resilient free cash flow and a stable balance sheet, even as volumes declined and consumer weakness persisted, especially in the US. Management reaffirmed 2026 guidance, targeting $1.1B underlying FCF, $650M CAPEX, and ongoing $450M cost savings initiatives through 2029. Dividend yield near 4.5% and buybacks bring total annualized yield to ~10%, highlighting attractive shareholder returns while awaiting a potential re-rating. Read the full article on Seeking Alpha

Recent updates

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